See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,712 | $50,958-45.6% | $74,550-62.8% | $64,186-56.8% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.1%+16.1pp | 69.6%+15.7pp |
| Annual return | -6.15% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,344 | $2,301+1.9% | $3,108-24.6% | $3,470-32.4% |
| Admin fee / account holder | $240 | $4,223-94.3% | $5,060-95.3% | $4,888-95.1% |